雷军亮出汽车第二张牌：当手机遭遇逆风，澎程能否扛起小米增长大旗

华夏时报网07-31 19:39

小米正式亮出汽车业务的第二张牌。7月30日，除了发布小米昆仑技术架构外，小米汽车的第二个产品系列澎程也对外亮相。　　这个时间节点正逢消费电子终端公司遭遇上游存储涨价的严峻冲击，小米也不例外，手机业务的营收和利润双双承压。当基本盘遭遇逆风，澎程能否如小米集团创始人、董事长兼CEO雷军所说，为小米打开一扇新门？　　落子增程赛道　　继纯电汽车之后，小米汽车又在增程赛道上正式落子。　　小米方面告诉《华夏...

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growth","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/15f39c78f3119234eda7529030748c03","symbols_score_info":{"81810":0.6,"01810":1.96,"HXXD.SI":0.6,"DRGN":0.6,"XIACY":1.96,"MIUmain":0.6},"content_text":"小米正式亮出汽车业务的第二张牌。7月30日，除了发布小米昆仑技术架构外，小米汽车的第二个产品系列澎程也对外亮相。　　这个时间节点正逢消费电子终端公司遭遇上游存储涨价的严峻冲击，小米也不例外，手机业务的营收和利润双双承压。当基本盘遭遇逆风，澎程能否如小米集团创始人、董事长兼CEO雷军所说，为小米打开一扇新门？　　落子增程赛道　　继纯电汽车之后，小米汽车又在增程赛道上正式落子。　　小米方面告诉《华夏时报》记者，澎程定位“智能可变大空间SUV系列”，基于历时三年半打造的小米昆仑技术架构，主打百变空间和先进智能，与SU7、YU7的驾驶系列形成双线布局。　　据本报记者了解，小米澎程系列首发两款新车：澎程N90 Max定位大七座旗舰增程SUV，预售价29.99万元；澎程N70 Max定位大五座四驱增程SUV，预售价25.99万元。据悉，这两款新车均已开启预售，预计将于9月正式上市。雷军当晚还在发言中表示：“我们将在新的赛道上，打开一扇新的门。”　　小米希望通过新的汽车系列覆盖更广泛的用户人群。雷军在7月30日晚的演讲中表示，昆仑架构的目标是造一台“既有SUV外观、驾驶性和通过性，同时像房车一样拥有超大空间和布置灵活性”的大空间之车。　　还有业内人士对《华夏时报》记者分析，澎程虽与SU7、YU7在价格带上存在部分重叠，但核心用户人群显著不同，澎程更多面向家庭用户，SU7、YU7则主要面向年轻用户群体。　　小米也期待新的汽车系列能带来更多出货。　　在推出澎程背后，自2021年3月30日宣布下场造车至今，小米造车已近五年半时间，此前一直专注纯电领域。雷军在上述演讲中透露，SU7、YU7两款纯电车型已累计交付超过70万辆。　　但小米需要更大的汽车出货规模。据记者了解，目前小米汽车月交付量稳定在3万台以上，但据小米官方公布的今年前6个月交付数据粗略计算，其2026年上半年累计交付约18万辆。相较年初立下的55万辆交付目标，完成进度仅约1/3。这也意味着小米要想完成年初定下的交付目标，下半年月均需交付超过6万辆汽车。　　深度科技研究院院长张孝荣认为，小米此时推出澎程，原因之一在于应对汽车销量压力。他对《华夏时报》记者表示，“小米2026年交付目标55万辆，光靠SU7和YU7肯定撑不住，再加上汽车业务还在亏损，必须赶紧拓展新品类冲量。”　　内存涨价冲击基本盘　　不只是汽车业务，从整个公司层面来看，小米此时推出澎程也意在缓冲手机这个基本盘正在承受的业绩压力。　　5月26日，小米发布2026年第一季度财报：当期其总收入约991亿元，同比下降10.9%，环比下降15.2%；经调整净利润约61亿元，同比下降43.1%，环比下降4.4%。　　这源于手机这个小米的核心起家业务当季业绩出现较大下滑。今年一季度，小米智能手机出货量3380万台，同比下降19.2%，收入为443亿元，同比下降12.5%。作为对比，2025年Q1，小米智能机出货4180万台，同比增长3%，506亿元的收入同比增长8.9%。　　上游内存持续涨价是小米手机业务承压的重要因素。小米总裁卢伟冰在今年5月的小米第一季度财报会上接受《华夏时报》等媒体采访时坦言，今年一季度、二季度手机内存价格上涨幅度较大，预计三季度将从急涨转为缓涨，压力会相应缓解。但他同时也指出：“整个产业可能要去适应内存成本上涨的新常态，不要期望短时间内有大的回落。”　　手机市场大盘也出现萎缩。IDC数据显示，2026年第二季度，全球智能手机出货量仅2.775亿部，同比下滑6.7%，同期中国智能手机市场出货量约6601万台，同比下降4.3%，至此国内市场出货量已连续五个季度同比下滑。　　需要提及的是，今年一季度，受车型迭代及成本压力影响，小米智能电动汽车及AI等创新业务分部也自去年第三季度开始连续盈利两个季度后，出现经营亏损31亿元。　　上述业内人士在跟本报记者交流时认为，在手机这个基本盘增长乏力的情况下，小米急需汽车业务加速放量，“只有销量形成足够规模，才能摊薄研发与固定成本，早日实现盈利。”他认为澎程正是小米在这一逻辑下的关键落子。　　不过，澎程面临的并不是一个蓝海市场。据乘联分会数据，2026年上半年增程车型累计批发销量为50.4万辆，同比下降13.1%，这意味着增程赛道本身正在降温。　　张孝荣认为，虽然存储涨价为小米带来挑战，但澎程通过定价策略能消化部分成本压力。但他同时也对《华夏时报》记者表示，“短期不能指望澎程盈利，现在竞争太激烈，而且今年增程市场本身在往下走，实际效果取决于销量，如果9月上市后月销能稳定过万，对小米汽车的规模效应和现金流肯定有帮助。”　　澎程是小米汽车从单款爆品时代迈向生态时代的关键一跃，也是小米公司在基本盘承压下寻求增长突破的新选择。不过澎程能否打开雷军所说的“那扇新的门”，尚需市场和时间的检验。（文章来源：华夏时报网）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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